See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: JOHN HANCOCK LIFE INSURANCE CO. Service code 15 · EIN 01-0233346 | Recordkeeping | $550 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,688 | $56,317+52.2% | $71,209+20.3% | $74,304+15.3% |
| Participation rate | 98.4% | 55.1%+43.3pp | 73.8%+24.6pp | 60.3%+38.1pp |
| Annual return | 14.83% | 42.83%-28.0pp | 282.51%-267.7pp | 29.43%-14.6pp |
| Employer contribution / active EE | $3,354 | $2,160+55.3% | $2,721+23.3% | $2,241+49.7% |
| Participant deferral / active EE | $2,884 | $2,788+3.4% | $4,175-30.9% | $3,767-23.5% |
| Admin fee / account holder | $412 | $2,290-82.0% | $5,349-92.3% | $2,969-86.1% |